+14.0%
STKE vs VT
+66.2%
-52.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | 0.0% | -3.9% | -3.9% |
| 7D | +0.8% | +0.4% | +0.4% | +0.4% |
| 30D | +19.2% | +1.0% | +18.3% | +18.1% |
| 3M | -7.5% | +2.4% | -9.8% | -9.7% |
| 6M | -17.3% | +12.0% | -29.3% | -27.9% |
| YTD | -19.0% | +15.3% | -34.3% | -30.9% |
| 1Y | -80.0% | +22.6% | -102.6% | -83.9% |
| 3Y | +150.0% | +74.7% | +75.3% | +78.1% |
| All | +14.0% | +66.2% | -52.2% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling